Leverage Planners Wealth Management, LLC Hiring for Operations Manager – Investment Advisor Full Time

_Operations Manager
_This is an ‘Organizational Leadership’ position
$55,000.00 – $85,000.00 GUARANTEED salary
PLUS $55,000.00 – $85,000.00 in Potential Bonuses
PLUS tons of extra benefits nobody else provides (see below.)

Our team video: https://vimeo.com/684049967
Our office video: https://kbs.com/property/ridgewood-corporate-square

Create a Raw selfie-video, or Polished/Produced,
Show us who you really are, tell us what hooked you in this advert, and why you are the perfect person to join us.
(HINT: Your resume’s cool, but your personal intro video is WAY more important to us!)

Upload YOUR intro video to us here: https://leverageplanners.egnyte.com/ul/MJRY6MUUw8

You’ll work directly with ownership in the design, improvement, and management of our business systems (and the teammates running the systems) from our Bellevue office. We’ll teach you our processes, and you’ll get to know every division, and the systems it uses, well enough to effectively train and manage these successfully.

• Create, document, & manage procedural operating systems for success.
• Build, document, and maintain our Wiki (Q&A database)
• Manage accurate data collection, maintenance, and analysis.
• Select and train team members to successfully run systems

We believe in working hard & intense, but NOT BURNING OUT!

Although this position ‘owns’ certain baseline tasks, responsibilities, and results, everyone on the team understands and agrees to be flexible in nature and capability, and everyone cross-trains to cover for anybody else’s position when it’s useful. The overall purpose of every person on our team is to do whatever it takes to forward our clients’ interests and achieve our company mission, as declared in the Employee Manual.

Our culture is casual/informal and friendly, but intense and serious about the success of our clients, and everyone on our team. We help our clients stay wealthy, and we want our teammates to learn how to BECOME wealthy.

YOUR Everyday Super-Powers:

• You LOVE playing on a TEAM that makes real differences in peoples’ lives.
• You’re RELENTLESS in supporting your fellow team members.
• You have superior verbal and written communication skills.
• You have amazing interpersonal and influential skills!
• You LOVE creating and running a ‘well-oiled systems-based machine!’
• You LOVE everything ON time, and IN place!
• You’re unbreakable in the bucking-bronco environment of start-up enterprise.
• You are a self-driven investigator and problem-solver!
• You have a healthy sense of humor, emotional resilience, and social flexibility.
• You LOVE working with millionaires because YOU want to become one yourself!

Qualifications

• (required) *Freaky* Attention to Detail, Hustle, & Hunger
• (required) 3+ years in business administration, with operations experience.
• (required) bachelor’s degree (or equivalent) in business administration.
• (required) Google Apps, Calendar, Sheets, & Docs
• (required) Microsoft Outlook, PowerPoint, Excel and Word

(Real world experience can beat college degrees. Show us what you’ve really been up to!)

We are a fast-growing independent wealth management firm. We provide the best experience to our clients as their fiduciary and reward our employees with competitive pay and a friendly, achievement-oriented culture where you can learn and grow.

• Competitive salary plus generous bonus potentials paid QUARTERLY
• Generous PTO and holidays off
• Medical & dental insurance contribution
• 401K plan with 50% employer match
• Free Parking
• Free First Friday Lunches
• Free Yoga studio with Spin Bikes, Mats, Foam rollers, etc.
• Free Olympic Free Weight Gym, Pelotons, Stairmasters, Treadmills,
• Free Showers & Locker rooms onsite with Free Towel Service
• Onsite Breakfast & Lunch Cafe’,
• Walking distance to lots of other great eats
• Travel allowances for events in addition to salary.
• Free professional job training
• Reimbursement for licensing & certification
• Sponsored Career Advancement training & education costs.

We’ll respond to ALL qualified applicants who send a quick intro vid.
Be prepared to provide 2 professional references we can call to verify.
Background checks are mandatory for our industry.

Keywords: #Operations, #Leadership, # Manager, #Administration, #Financial Services, #Business Systems

Job Type: Full-time

Pay: $55,000.00 – $170,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We follow all current sanitization & personal protection best practices.

Ability to commute/relocate:

• Bellevue, WA 98005: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Have you uploaded your personal intro video?
• Have you watched our intro videos?

Experience:

• Business management: 3 years (Required)

Work Location: One location